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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-12-19 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
19125 North Creek Pkwy Suite 120 Office #106, Bothell, WA 98011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Consultants Dba Mahala Murphy-Martin Agency | Bothell | WA | 10/2009 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 07/2014 | Present |
| Mahala Murphy-Martin | Leavenworth | WA | 08/2020 | Present |
| Leavenworth Fire Department | Leavenworth | WA | 01/2025 | Present |
1) STRATEGIC RETIREMENT CONSULTANTS DBA MAHALA MURPHY-MARTIN AGENCY-19125 North Creek Pkwy Suite 120 #106, BOTHELL, WA 98011; INVESTMENT RELATED; Banking Only; OWNER; START DATE 10/09; 10 HRS/MNTH; 10 HRS/MNTH DURING TRADING. 2)INDEPENDENT AGENT; START DATE 9/09; 180-240 HRS/MNTH; 100 HRS/MNTH DURING TRADING. 5)MAHALA MURPHY-MARTIN;19125 North Creek Pkwy Suite 120 #106, BOTHELL, WA 98011;START DATE: 11/10/2014; 3) NOTARY/NOTARY PUBLIC ; PROPRIETOR ;NOT INVESTMENT RELATED;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:05 ;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:10 IR 4)Mahala Murphy-Martin; 269 Rabbit Lane Leavenworth WA 98826; Start Date 8/18/2020; Notary; Providing Notary Services; 2 hrs/mo; 2 hrs/mo during trading; NIR 5)THE DWELLING PLACE; 12686 Shore St., Leavenworth WA 98826; START DATE: 10/03/2022; Board Member; Serve as a Board Member for an adult group home for 5 developmentally challenged men; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; NIR 5)LEAVENWORTH ROTARY; Leavenworth Rotary Club, P.O. Box 532 Leavenworth, WA 98826; START DATE: 07/01/2023; President; Preside over Board activities, conduct the meetings, add support to the various activities/events for the Club; NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8; NIR 6) Icicle Creek Center For the Arts; 7409 Icicle Rd. Leavenworth WA 98826; Start Date 9/23/2025; Board Member; Provide budgetary support on the finance community for a non-profit that supports the arts; 3 hrs/mo; 0 hrs/mo during trading; NIR 7) Leavenworth Fire Department; 228 Chumstick Hwy, Leavenworth WA 98826; Start Date 1/31/2025; Fire Commissioner for District 3; Civilian fire commissioner representing citizens and other entities in district 3 in both the City of Leavenworth and certain County boundaries relating to both structural and wild fires, and medical services.; 2 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-30 |
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